Fintech Action-Plan and Board-Pack Design
Budget: $10 – $30 USD
Job Title
Board‑Ready Action‑Plan & Board‑Pack Designer (Fintech | Fixed‑Price, Milestones)
Project Overview
We are a regulated financial‑services institution seeking a designer to transform a 20‑page Action Plan into a visually polished template and compile a 30‑page Board Pack (Word + book‑marked PDF) for an upcoming board meeting. The work is one‑off, deadline‑driven and best suited to a fixed‑price contract with staged Milestone Payments for quality control.
Freelancer
Key Deliverables
Style sheet & cover concepts – corporate palette, font hierarchy, confidential watermark.
Action‑Plan template – KPI dashboard with traffic‑light indicators; filterable Action Matrix; risk bow‑tie graphic.
Full Board Pack draft – hyperlinked table of contents, live annex bookmarks, print‑ready layout.
Final QA & optimisation – tracked‑changes accepted, bleed margins, file size ≤ 15 MB.
Milestones will be set up through Freelancer.com’s escrow‑protected system so funds are released only after each stage is approved.
Freelancer
Freelancer
Required Skills & Experience
Advanced MS Word styles, PDF bookmarking & fillable forms.
Freelancer
Proven track record designing board or investor packs (please attach samples).
Familiarity with financial/fintech terminology and confidential data handling.
Ability to work under tight deadlines, communicate clearly in English, and provide at least two revisions per milestone.
Budget & Milestones (example split)
Milestone % Escrow Due
Style guide & cover 15 % 30 minutes
Action‑Plan template 25 % 30 minutes
Board Pack draft 35 % 30 minutes
Final QA 25 % 30 minutes
Fixed‑price projects with clearly defined milestones protect both parties and align with Freelancer.com best practices.
Freelancer
Freelancer
Confidentiality
This project will use Freelancer.com’s NDA upgrade so every bidder must digitally sign a non‑disclosure agreement before accessing files.
Freelancer
All intellectual‑property rights transfer to the client upon final Milestone release.
Freelancer
How to Apply
Please submit:
A brief cover note confirming availability and acknowledging the NDA requirement.
Two recent examples of board‑level or corporate report designs (PDF or image).
Your fixed‑price bid broken into the four milestones above.
Confirmation that you can begin immediately and deliver the first milestone within 1 hour.
Preferred Freelancer Filters
Category: Graphic Design / PDF / Word Processing.
Freelancer
Freelancer
Tags: Corporate Reports, Board Pack, Document Layout, Financial Design, PDF to Word, Risk Dashboard.
Board‑Ready Action‑Plan & Board‑Pack Designer (Fintech | Fixed‑Price, Milestones)
Project Overview
We are a regulated financial‑services institution seeking a designer to transform a 20‑page Action Plan into a visually polished template and compile a 30‑page Board Pack (Word + book‑marked PDF) for an upcoming board meeting. The work is one‑off, deadline‑driven and best suited to a fixed‑price contract with staged Milestone Payments for quality control.
Freelancer
Key Deliverables
Style sheet & cover concepts – corporate palette, font hierarchy, confidential watermark.
Action‑Plan template – KPI dashboard with traffic‑light indicators; filterable Action Matrix; risk bow‑tie graphic.
Full Board Pack draft – hyperlinked table of contents, live annex bookmarks, print‑ready layout.
Final QA & optimisation – tracked‑changes accepted, bleed margins, file size ≤ 15 MB.
Milestones will be set up through Freelancer.com’s escrow‑protected system so funds are released only after each stage is approved.
Freelancer
Freelancer
Required Skills & Experience
Advanced MS Word styles, PDF bookmarking & fillable forms.
Freelancer
Proven track record designing board or investor packs (please attach samples).
Familiarity with financial/fintech terminology and confidential data handling.
Ability to work under tight deadlines, communicate clearly in English, and provide at least two revisions per milestone.
Budget & Milestones (example split)
Milestone % Escrow Due
Style guide & cover 15 % 30 minutes
Action‑Plan template 25 % 30 minutes
Board Pack draft 35 % 30 minutes
Final QA 25 % 30 minutes
Fixed‑price projects with clearly defined milestones protect both parties and align with Freelancer.com best practices.
Freelancer
Freelancer
Confidentiality
This project will use Freelancer.com’s NDA upgrade so every bidder must digitally sign a non‑disclosure agreement before accessing files.
Freelancer
All intellectual‑property rights transfer to the client upon final Milestone release.
Freelancer
How to Apply
Please submit:
A brief cover note confirming availability and acknowledging the NDA requirement.
Two recent examples of board‑level or corporate report designs (PDF or image).
Your fixed‑price bid broken into the four milestones above.
Confirmation that you can begin immediately and deliver the first milestone within 1 hour.
Preferred Freelancer Filters
Category: Graphic Design / PDF / Word Processing.
Freelancer
Freelancer
Tags: Corporate Reports, Board Pack, Document Layout, Financial Design, PDF to Word, Risk Dashboard.